See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,709 | $55,706+1.8% | $75,886-25.3% | $72,985-22.3% |
| Participation rate | 64.2% | 61.1%+3.1pp | 69.3%-5.1pp | 69.5%-5.3pp |
| Annual return | 20.60% | 27.59%-7.0pp | 30.76%-10.2pp | 81.00%-60.4pp |
| Employer contribution / active EE | $1,592 | $1,687-5.6% | $2,500-36.3% | $2,440-34.7% |
| Participant deferral / active EE | $2,510 | $2,634-4.7% | $3,603-30.3% | $3,607-30.4% |
| Admin fee / account holder | $9,015 | $3,978+126.6% | $5,418+66.4% | $5,124+75.9% |